To The Moon

Power semiconductor stocks—including Wolfspeed, $STMicroelectronics NV(STM)$ , and $ON Semiconductor(ON)$ —rallied on Monday following a Mizuho report pointing to an accelerated rollout of NVIDIA's Vera Rubin architecture in late 2026 and 2027, powered by demand from xAI and Meta. This expansion is projected to drive up power semiconductor content per data center rack, fueling demand across the sector. As $Wolfspeed Inc.(WOLF)$ heads into its pivotal Q4 earnings release on August 19, 2026, after market closes, let’s break down how this pure-play

$Micron Technology(MU)$ $Micron Technlogy (MU) +2.30% Rallies as HBM Momentum Builds, Eyeing $984 Resistance Breakout 🚀 Latest Close Data: MU closed at $971.66, up +2.30% ($21.83). The stock is rebounding from a critical support zone, trading roughly 22.5% below its 52-week high of $1255.00. After-hours momentum suggests a gap up, with the evening session price hitting $1005.61. 📈 Core Market Drivers: Memory prices continue to surge, with Q2 traditional DRAM contracts jumping ~60%. However, market focus is shifting from pure price spikes to capital returns; MU's commitment to returning 100% of free cash flow to shareholders is a major catalyst, contrasting with Asian competitors' lower payout ratios. 💰 Technical Analysis: The rebound is supported by

I think the comparison between Niu Lai and Anthropic is surprisingly relevant: both show how quickly markets can reprice once expectations of future scale take over. Anthropic’s growth is impressive, but a potential $2 trillion valuation requires strong confidence that its 2028 revenue can translate into sustainable margins and cash flow. Personally, I’d rather not chase the IPO purely on hype. I’m more interested in AMZN and GOOGL as indirect beneficiaries through equity stakes and cloud demand, while keeping an eye on PLTR, NET and SPCX. A successful Anthropic IPO could reinforce premium valuations across AI growth stocks. For me, AI demand is clearly real. The bigger question is how much future growth is already priced in. I remain bullish on enterprise AI, but I’d rather see revenue,

$NVIDIA(NVDA)$ is slated to report its Q2 2026 earnings on Wed, 26 Aug 2026. Is it timely to take a closer look at the stock prior to its earnings release ? I think so, especially if there is a chance to take a position before a potential rally. According to Investor’s Business Daily (IBD), the AI chip giant is (currently), holding just above a short handle entry. Near Buy Point ? Last week, shares of the AI chipmaker edged up a fraction, coming in at +0.64%, for the week, enough to put it just -4.8% below a $236.54 buy point from a cup-shape base. Interestingly, NVDA already offered an early entry from a short handle, with the 7 Aug 2026 high of $224.76 marking the exact buy point. The Relative Strength line for the AI chip stock is rising,

🌟🌟🌟 $Advanced Micro Devices(AMD)$ just detonated a 6.5% green candle into the sky, leaving short sellers scrambling for cover. AMD is back on the warpath. Stanley Druckenmiller didn't just endorse $Advanced Micro Devices(AMD)$ , he ruthlessly liquidated 100% of his stakes in Broadcom, Intel and Micron. He then flipped that capital directly into a massive 72,900 AMD shares, signalling his belief in AMD. Will you follow the car or standstill? Follow the Car: You trust the macro wizard with over 3 decades experience. AMD is rapidly expanding its AI chip footprint, taking market share. If Stan is in, you ride shot gun & look toward the next leg up. Or Standstill: You hit the brakes

When Wikipedia Trolls Break the Internet: How a Fake Death Notice Fooled Google Search, ChatGPT, and Gemini! $Alphabet(GOOG)$ Google Search, ChatGPT, and Gemini ALL accidentally declared OpenAI CEO Sam Altman DEAD this week! 💀🤖 Turns out, some random internet troll vandalized his Wikipedia page, and Google's automated systems picked it up as absolute truth. Screenshots went crazy on X and Reddit before they finally fixed it. The Wikimedia Foundation also confirmed that Altman's page had been vandalised. Wikipedia editors quickly reverted the changes, added vandalism warnings, and placed the page under semi-protection to limit further edits. Google later confirmed that the incorrect information was no lon

🌟🌟🌟Welcome to the ultimate psychological dilemma of the 2026 tech bull run. The broader US indices are hitting historic all time highs, yet 2 of the biggest tech names Alphabet and Nvidia are not doing as well as their peers. Should we buy the dip or run for the exit? Let's do a deep dive and determine if $Alphabet(GOOG)$ and $NVIDIA(NVDA)$ are good buys or good byes. Alphabet: The Cash Flow Fortress If you want an AI play that lets you sleep like a newborn baby through the midterm election jitters, Alphabet is your ultimate defensive shield. The Latest Development : Alphabet has subtly pivoted its grand AI s

$ServiceNow(NOW)$ ServiceNow ($NOW) has recently gone through a meaningful pullback, followed by a rebound that has started to restore some investor confidence. For me, however, the volatility does not change the long-term thesis. I continue to DCA because I see the pullback as an opportunity to accumulate a high-quality enterprise software company at a more attractive valuation rather than trying to perfectly time the bottom. The recent weakness was partly driven by concerns over the broader SaaS sector and expectations for a softer second half, but ServiceNow's underlying business remains strong. The biggest reason I remain bullish is the company's ability to turn AI from a buzzword into real enterprise spending. In Q2 2026, ServiceNow gener